In these uncertain times, are you invested soundly? Do you have a holistic plan in place? Whether you are a “do-it-yourself” investor or seeking a second opinion, confidence in your financial future starts with a no-obligation retirement & portfolio review.
→Portfolio Risk Analysis
→Retirement Income Review
→Discussion of roadblocks that could prevent you from maintaining the retirement you earned.
→The opportunity to help you evaluate the value of our services and make an informed decision about hiring our firm.
We are fully operational during the COVID19 Pandemic and are taking meetings by video and phone conferencing to accommodate your financial questions and concerns. Call (561) 210-7887 today or fill out the request form below to schedule a consultation with Jon Ulin, CFP®, CEO. You can also schedule a call with Jon here
Ulin & Co Wealth Management is a trusted, independent advisory firm serving successful families, individuals,retirees, corporate executives and business owners in South Florida and beyond for many years. We provide our clients fee-based portfolio management and financial planning expertise, which includes retirement income, tax, insurance and estate planning strategies.
As a fiduciary, Ulin & Co. brings an independent approach to wealth management that helps minimize conflicts of interest. We partner with Charles Schwab, Fidelity and Pershing for asset custody and management. Founded on traditional values, our firm works as hard to build trust and long-lasting relationships with our clients as we do to manage and conserve wealth. We have established a reputation for accountability and clarity, and truly treat you like family.
Whether triggered by a life event or evolving goals, many people reach a point where they need more from their financial advisor. You may be asking yourself one of these questions:
Independent Registered Investment Advisor (RIA) firms provide personalized financial advice to their clients, many of whom have complex financial needs. Because advisors at these firms are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.
Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients. The following five areas can help add trust, confidence and value when working with an independent advisor and firm:
“If you want to go fast, go alone. If you want to go far, go together.” —African Proverb